Our experienced tax practitioners provide Federal and State Income, Transfer and Property tax advice for all types of transactions including estate planning, estate administration, real estate and business transactions. The firm also provides representation for the taxpayer in controversies with the IRS, California County Assessor’s Offices and the California Franchise Tax Board.
Our Trust & Estate department provides estate planning and post-death, estate/trust administration services including complicated wealth transfer planning, lifetime gifting plans, charitable planning, post-death trust and estate administration. Our clients’ estate plans often include family limited partnerships, irrevocable life insurance trusts, irrevocable lifetime gifting trusts, defective grantor trusts, charitable trusts and private foundations in addition to the basic estate planning documents of wills, trusts and power of attorney documents.
We deliver expert representation, advice and counsel in a broad range of sophisticated real estate transactions, as well as associated land use, zoning, environmental and real property tax issues. Decades of specialized law practice, along with applied knowledge of the real estate markets, help us advance our clients’ interests on a cost-effective basis in the exchange of real estate ownership interests, development and construction, leasing, land use, zoning and environmental law, and real property tax matters.
Representing businesses, technology companies and closely held and/or family owned enterprises for over 50 years, we advise businesses throughout their lifecycles, from formation, during their operation and finally through the final disposition of the entity, through a sale or merger or inheritance. Our business clients have included many local industries including agriculture and ranches, software, RF/microwave, construction, distribution, professional sports, clean tech, renewable energy, semiconductor, and real estate. Teaming with our Trust and Estate group, our business attorneys develop business succession plans that are tax effective and address the interpersonal issues of the transition of a family business to the next generation.